Creating a new report by using the Report Wizard

Using the Report Wizard is an easy way to create a basic report definition. The following steps show how to use the Report Wizard to create the Example Income Statement Report.

Note:  The Report Wizard works with fully-qualified-account-based systems only.

Given below is the procedure to create a new report by using the Report Wizard:

  1. On the Tools menu, click Report Wizard.

  2. On the Getting Started page, do the following:

    1. In the Report Template list, click Income Statement - Current and YTD.

    2. In the Actual scenario list, click Actual Actuals.

      Note: The Budget scenario list is not available.

  3. Click Next.

  4. On the Define Your Report Sections page, do the following:

    1. In the Report section list, click a section of the report.

    2. Select one or more segment values, and then click Add.

    3. Add the following sections and codes:




  • 4100 Sales

  • 4110 Sales Returns

  • 4250 Sales Discounts

Other Operating Expenses

  • 5000 Salary Expense

  • 5050 Officers Comp

  • 5100 Depreciation Expense

  • 5200 Office Expense

  • 5225 Supplies

  • 5240 Maintenance

  • 5250 Rent

  • 5300 Travel

  • 5350 Advertising

  • 5400 Commissions Expense

  1. Click Next.

  2. On the Reorder and Edit Your Report Sections page, click Next.

  3. On the Format and Preview Your Report page, click Next.

  4. On the Choose Your Report Structure page, select Create one report for the entire entity, and then click Next.

  5. On the Name and Generate Your Report page, do the following:

    1. In the Name box, type a name for your report.

    2. In the Description box, type a description of your report.

    3. Select the Generate this report after the wizard closes check box.

    4. In the Period box, enter 8.

    5. In the Year box, enter 2007.

      The report date changes to reflect the specified period and year.

  6. Click Next.

  7. On the Completing the Report Wizard page, review the report definition settings, and then click Finish.

    Microsoft Office PerformancePoint 2007 Management Reporter displays the new report definition, which lists the new building blocks that are associated with this report definition.

    After a few moments, the report opens.

    Note: If there is no data for the period chosen, the report does not generate.

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